TSYS RP350x, User Manual

Page 1: ...User Guide mPOS Readers RP350x RP457c Mobile Payment Acceptance User Guide for Android ...

Page 2: ...on in whole or in part be disclosed or disseminated to any third party without the express written permission of TSYS Copyright Trademark 2017 Total System Services Inc all rights reserved worldwide Total System Services Inc and TSYS are federally registered service marks of Total System Services Inc in the United States Total System Services Inc and its affiliates own a number of service marks th...

Page 3: ...nt 7 PIN Entry 13 Login to Your Account if the app has been deleted 14 The Main Menu 16 Settings Account Information and Help 17 Manage Settings 17 Readers 24 EMV Readers 25 Printers 30 View Account Information 32 Help 33 Customers 34 Manage Customer Information 34 Add New Customer 35 Remove Customer Information 42 ...

Page 4: ... a Transaction 46 Create a Transaction 48 Processing a Payment 50 Offline Payments 58 Forced Authorizations 59 Partial Authorizations 62 Tips and Signature 67 Approved Transaction 68 Declined Transaction 69 History and Returns 71 Transaction History 71 ...

Page 5: ...r smartphone with the mPOS RP350x and RP457c devices that provides reliable secure and portable transaction processing as well as other useful features for managing your business MPA can be downloaded to a compatible device from the Google Play store however the available features and functionality may differ depending on the device you use ...

Page 6: ...Mobile Payment Acceptance application is available in Google Play on Android smartphone devices The application is compatible with most devices running Android 4 4 and higher You can download the application from Google Play 1 Open Google Play on your phone and search for TSYS Mobile Payment Acceptance 2 Tap Install 2 ...

Page 7: ...e Payment Acceptance User Guide for Android 3 Tap Accept to give Mobile Payment Acceptance access to functions of your phone that facilitate features of the application Open the application once it finishes installing 3 ...

Page 8: ...l as a personal identification number PIN for quick access In order to activate your merchant account you will need the email address associated which contains your merchant account information as well as your truncated 12 digit Merchant ID and 14 digit Device ID numbers Your non truncated Merchant ID will be provided to you during our phone onboarding and training session To activate your account...

Page 9: ...he password must contain eight to sixteen characters and consist of at least one number from 0 to 9 at least one uppercase and one lowercase letter from A to Z and at least one special character _ Your password can not contain spaces or match any of the previous six passwords 5 For the Device ID enter two digits to the end of the Merchant ID If you have one device this is 01 if you have 2 devices ...

Page 10: ...User Guide Mobile Payment Acceptance User Guide for Android 9 8 Tap each security question prompt and select a question 9 Enter answers for each of the four security questions 8 9 ...

Page 11: ...tance User Guide for Android 10 A dialog box will appear confirming the successful activation of your account Tap Continue to continue with the sign in process Please keep track of your TA number as you may need it for a future login 10 ...

Page 12: ...e your new PIN and tap Next Re enter your PIN to confirm it Record this PIN for future use as it can be used to quickly log into the application after it times out when the device is turned off or when the application is closed and reopened 12 Tap Next to continue with the sign in process 12 11 ...

Page 13: ...User Guide 12 Mobile Payment Acceptance User Guide for Android 13 Enter the password you created during the activation process 14 Tap Sign In to complete the account activation and sign in process 13 14 ...

Page 14: ...ly need to enter the PIN to access the application unless the Mobile Payment Application gets deleted from the device If you tap the forgot PIN button and see the message Admin PIN Cannot be Reset you will need to clear all application data for Payments 3 0 through Device Settings and Log back in to the application ...

Page 15: ...ccount if the app has been deleted If the application gets deleted after your initial account activation and your PIN login you will need to login via a different path that before 1 From the Login screen enter your TA in the Username field 2 Enter your Password 3 Tap Login 2 3 1 ...

Page 16: ...e for Android 15 4 Enter the 12 digit Merchant ID associated with your merchant account 5 For the Device ID enter two digits to the end of the Merchant ID If you have one device this is 01 if you have 2 devices this is 02 and so on 6 Tap Next 5 6 4 ...

Page 17: ...ustomer s transaction History Transaction History Filter and search transaction history view individual transactions returns are initiated from the transaction details in transaction history Customers Add view search and edit customer records Settings Transactions View add and modify tax rate tip settings signature requirements and invoice numbers enable or disable auto processing of offline trans...

Page 18: ...at best fit your business needs You can access and change settings from the Main Menu Transaction Settings The Transactions option under Settings gives you access to the following functions Create or edit a tax rate Enable and edit the tip feature Set requirements for a signature Enable your device to automatically process payments online when connected Add invoice numbers to your transactions Set...

Page 19: ...User Guide 18 Mobile Payment Acceptance User Guide for Android Create a New Tax Rate 1 Tap the Sales Tax slider to activate sales tax 2 Enter Your Tax Rate 3 Tap Set to save your Tax Rate 1 2 3 ...

Page 20: ... You may set four tip options A Custom option is available to allow your customers to set their own desired tip amount or percentage Select up to four tip options to display to your customers When the Tip feature is turned on your receipt will always include a signature line regardless of any signature limit setting Settings Page Tap to enable the Tip feature Tap to edit tip options ...

Page 21: ...thout a signature This amount may be overwritten by the processor chipped card or if you have enabled tip If you do not set a limit the application will not require a signature unless the setting is overwritten Requiring a signature for higher dollar transactions will help limit your financial risk Settings Page Tap to enable the Signature option Tap to edit signature amount ...

Page 22: ...User Guide Mobile Payment Acceptance User Guide for Android 21 Signature Settings Tap the slider to change the signature requirement amount Tap to Set Required Signature save to your tip options ...

Page 23: ...n will automatically start processing those transactions in the background as soon as connectivity is reestablished on the device If the Auto Process Offline feature is turned off you must select each pending transaction individually to process Disabling Auto Process Offline will not prevent the acceptance of payments while your phone is offline Offline transactions are risky as they do not genera...

Page 24: ...depending on your business needs Simply turn on the Invoice Number feature under Transaction Settings and you will begin seeing a field for invoice numbers every time you process a transaction The invoice number is user defined If a number isn t entered the transaction ID will be used as a default Settings Page Tap to enable invoice numbers for transactions ...

Page 25: ...n connect to card readers from the Readers page which is accessible from the Main Menu of the MPA Application Once attached and turned on most devices will pair automatically though some may require additional steps Readers Page Tap the card reader that is used with your device ...

Page 26: ...g every 6sec No capacity Off Charging On and off alternating every 1sec Card Reader Transactions On the RP457c there are 4 LEDs on top of the reader that indicate the reader status The reader will beep to prompt for a card read dip swipe tap Reader Status LED Beep Behavior Ready The Red LED on the side of the reader will be On Waiting for card The reader will beep prompting user to enter the card ...

Page 27: ...audio jack or Bluetooth Bluetooth Pairing Instructions for the ROAM RP457c 1 Close all applications on your phone 2 Make sure Bluetooth is turned on in your phone s settings 3 Connect the RP457c to your phone using the audio jack If you are using a thick case you may need to remove it while connected to the RP457c using the audio jack 4 Check that media volume is set to the maximum level Any time ...

Page 28: ...User Guide Mobile Payment Acceptance User Guide for Android 27 7 In the app go to Settings Readers from the main menu 8 Tap on the RP457c option and tap Pair 7 8 8 ...

Page 29: ...ayment Acceptance User Guide for Android 9 Tap OK to Connect reader to audio jack When the audio jack pairing is complete unplug the RP457c and exit Settings Return to Settings Reader and tap RP457c Select the RP457c again 9 ...

Page 30: ...User Guide Mobile Payment Acceptance User Guide for Android 29 10 Tap OK to Bluetooth pairing request 10 3 ...

Page 31: ...ters Mobile Payment Acceptance supports the use of receipt printers Navigate to the Printers page in the menu to connect to a receipt printer or to view the printer to which you previously connected To connect to a receipt printer 1 Tap Scan for Printer Printers Page 1 ...

Page 32: ...User Guide Mobile Payment Acceptance User Guide for Android 31 2 Select your printer model from the list of supported printers and follow the prompts to connect to your selected printer 2 ...

Page 33: ...st 30 days the amount still pending settlement some basic account information like your username and the current application version you have installed on your device You can also change your password or sign out of the application from this screen Account Page Pending transactions that have not yet settled Settled transactions Account information Tap to change your password Tap to sign out of MPA...

Page 34: ...can access the Help page from the Main Menu The Help page provides you with customer service contact information a brief explanation of how to process a credit card a list of supported hardware with connection instructions for the RP350X and RP457c and a link to the privacy policy Help Page ...

Page 35: ...dit customer information from the Customers page which is accessible from the Main Menu The Customers page provides a list of all the customers you have entered along with their information This page is equipped with a search option and a filter to view active and inactive customers You can also sort customers in ascending or descending order Customers Page Create a new customer Sort customers Fil...

Page 36: ...New Customer You can add a customer using the Create New Customer button or by duplicating an existing customer s profile and changing the necessary information Create a New Customer To add a new customer using the Create New Customer button 1 Tap Create New Customer 1 ...

Page 37: ...d 2 Enter all available customer information including name address and business information The minimum required information for a new customer is a first and last name If you provide an email address it will be used for the email receipt feature 3 Tap Save 3 2 ...

Page 38: ...Guide Mobile Payment Acceptance User Guide for Android 37 Duplicate a Customer To add a new customer by duplicating an existing customer s profile 1 Tap the customer s profile you wish to use as a template 1 ...

Page 39: ...User Guide 38 Mobile Payment Acceptance User Guide for Android 2 Tap Customer Details 2 ...

Page 40: ...User Guide Mobile Payment Acceptance User Guide for Android 39 3 Tap Duplicate Customer The duplicate customer will appear 3 ...

Page 41: ...User Guide 40 Mobile Payment Acceptance User Guide for Android 4 Tap the newly created duplicate profile 5 Tap Customer Details 4 5 ...

Page 42: ...User Guide Mobile Payment Acceptance User Guide for Android 41 6 Edit the customer information as needed 7 Tap Save 6 7 ...

Page 43: ...er Details screen so their information no longer shows on your active customer list You can reactivate the customer s information at any time by turning on the visibility again Customer Information Page You can also permanently remove a customer from your customer list Removal of a customer will affect reporting Activate or deactivate a customer ...

Page 44: ...User Guide Mobile Payment Acceptance User Guide for Android 43 Remove a Customer To remove a customer from your customer list 1 Tap Customer Details for the customer you wish to remove 1 ...

Page 45: ...User Guide 44 Mobile Payment Acceptance User Guide for Android 2 Tap Remove Follow the prompt and confirm or cancel your decision to complete the process 2 ...

Page 46: ...de for Android 45 Transactions Mobile Payment Acceptance makes it easy to perform a transaction The Register which is used to start a transaction is the default home screen so you can start a transaction as soon as you are logged in Register Page ...

Page 47: ...User Guide 46 Mobile Payment Acceptance User Guide for Android Add a Customer to a Transaction 1 If you would like to add a customer your transaction tap the symbol in the Customer Name optional 1 1 ...

Page 48: ...omer to find the customer in your customer database 3 If the customer is not in your customer database tap Create New Customer to create a new customer record 4 If the customer record you need appears at the top of the list simply tap that record to add it to your transaction 3 2 4 ...

Page 49: ...User Guide 48 Mobile Payment Acceptance User Guide for Android Create a Transaction 1 Enter Amount 2 Tap Next 1 2 ...

Page 50: ...ceptance User Guide for Android 49 3 If you turned the Tax Rate setting on the sales tax will be calculated and added to the transaction total automatically You will see this updated Order Total on the Select Payment Type Screen 3 ...

Page 51: ...saction total select a payment method or return to the register Mobile Payment Acceptance supports multiple payment options Credit Payments o Card Readers Magnetic Stripe MSR only and EMV o Manually enter card information o Offline payments o Forced authorization o Partially authorized payments Cash Payments ...

Page 52: ...ng your first transaction you will need to do so now 1 Scroll through the compatible card readers to find the reader you ve chosen 2 Tap Set default card reader under your chosen reader Refer to the Settings Readers section of this guide for more information on pairing card readers 2 Swipe left or right to find your card reader 1 ...

Page 53: ...ormance Between transactions these readers will go into a power saving mode to conserve battery Upon reaching the Select Payment Type screen the RP457c will need to be started for the next transaction via the Start Card Reader button RP350x should start automatically on this screen If it does not automatically start after a few seconds try initiating the connection manually by pressing the Start C...

Page 54: ...econds depending on the devices battery and length of time since it was last connected to the application Tapping the reader multiple times can cause further delay Note Because the RP457c can connect through audio jack or Bluetooth it will show up twice in this display Choose the option that has the connection you are currently using 2 ...

Page 55: ...User Guide 54 Mobile Payment Acceptance User Guide for Android 3 The customer will be asked to confirm the transaction amount and tap OK 3 ...

Page 56: ...r Guide for Android 55 4 When the message EMV Transaction Present Card appears the customer can dip or tap their chip card tap their NFC enabled wireless device or swipe a non EMV card Tap Cancel to return to the select Payment Type Screen 4 ...

Page 57: ...User Guide 56 Mobile Payment Acceptance User Guide for Android Manual Card Entry 1 Tap Manual Card Entry 1 ...

Page 58: ...User Guide Mobile Payment Acceptance User Guide for Android 57 2 Enter the card information in the available fields 3 Tap Process Order 3 2 ...

Page 59: ...to proceed with this transaction Notes regarding Offline Transactions If you continue with an offline transaction you will be assuming a financial risk if the card is not accepted when submitted for processing The app does not store transactions captured by EMV readers The merchant would have to manually key the card data Capture customer contact information when accepting offline transactions so ...

Page 60: ...the Main Menu Once you obtain the authorization code provided by voice authorization you can enter the authorized amount and proceed as you would with a regular transaction Note Forced Authorizations are only valid if received via the Voice Authorization phone number To process a transaction using the Forced Authorization Only feature 1 Enter the authorized amount using the number pad 2 Tap Next 1...

Page 61: ...User Guide 60 Mobile Payment Acceptance User Guide for Android 3 Enter the credit card information as you would with a manual card transaction 4 Tap Process Order 3 4 3 ...

Page 62: ...ceptance User Guide for Android 61 5 Enter the 5 or 6 digit Authorization code obtained from the Issuer or Voice Authorization Center 6 Tap Authorize and follow any and all additional steps in order to complete the transaction 5 6 ...

Page 63: ... you may be given the option to accept a partially authorized transaction 1 If a payment is authorized for less than the full transaction amount you will receive a message with the Balance due amount 2 To accept the amount that was approved tap Submit Additional Payment 3 If either you or the customer choose not to proceed with the purchase tap Cancel Transaction and the authorization will be void...

Page 64: ...er Guide for Android 63 4 If you choose to submit an additional payment a new transaction will open with the balance due already added to the Register Simply complete this transaction as you would any other to collect the remaining balance 4 ...

Page 65: ...User Guide 64 Mobile Payment Acceptance User Guide for Android Cash Transaction 1 In the Payment Type Screen Tap Cash Payment 1 ...

Page 66: ...User Guide Mobile Payment Acceptance User Guide for Android 65 2 Enter the cash amount using the number pad 3 Tap Process 3 2 ...

Page 67: ...User Guide 66 Mobile Payment Acceptance User Guide for Android 4 Tap Confirm to complete the transaction 3 4 ...

Page 68: ...tip option in the settings the customer will select the tip amount before confirming the transaction total for an EMV transaction and after credit card approval for non EMV transaction Signature is captured after the transaction is approved In some circumstances it is on the same screen as the tip selection 1 ...

Page 69: ...ected to a receipt printer and would like to provide the customer with a printed receipt 2 Enter an email address to send the customer their receipt electronically If you added a customer while in the register their email address will be pre populated If you enter a new email address the application will ask if you would like to save that customer 3 Tap Done to return to the register 3 1 2 ...

Page 70: ...or Android 69 Declined Transaction When a credit card is declined you will have the option to go back to the Select Payment Type screen or cancel the order 1 A declined transaction will include a decline or error message Tap OK to clear the message 1 ...

Page 71: ...er Guide 70 Mobile Payment Acceptance User Guide for Android 2 On the next screen tap Choose Another to return to the Select Payment Type screen 3 Tap Cancel Order to cancel the transaction completely 3 2 ...

Page 72: ...enu of the MPA application Filter and search transaction history view individual transactions returns are initiated from the transaction details in transaction history Transaction History provides details for up to 13 months of data as well as the status of each transaction The Summary details at the top of the transaction list are for the transactions selected by your sort and filter criteria ...

Page 73: ...User Guide 72 Mobile Payment Acceptance User Guide for Android Sort by Date Customer Price and Payment Type ...

Page 74: ...User Guide Mobile Payment Acceptance User Guide for Android 73 Filter and Search by Transaction ID Card Customer Name Transaction Status Payment Type Date Range and Price Range ...

Page 75: ...User Guide 74 Mobile Payment Acceptance User Guide for Android Receipt Details 1 Tap the next to a record to expand it within the list and view additional details 1 ...

Page 76: ...User Guide Mobile Payment Acceptance User Guide for Android 75 2 In the expanded transaction record view payment type and cardholder name or resend the receipt email 2 ...

Page 77: ...User Guide 76 Mobile Payment Acceptance User Guide for Android 3 View Receipt Details to view the remaining transaction details 3 ...

Page 78: ...User Guide Mobile Payment Acceptance User Guide for Android 77 Receipt Details 1 View additional transaction details on the View Receipt Details screen 2 Email the transaction receipt 2 1 ...

Page 79: ...User Guide 78 Mobile Payment Acceptance User Guide for Android Returning a transaction 1 Tap Return Transaction to refund some or all of the transaction amount 1 ...

Page 80: ...eturn 1 For a partial return enter the return amount in the Subtotal field The amount available to return is listed above the field The amount available reflects any partial returns previously processed 2 Enter the Tip amount to refund 3 Enter the Tax amount to refund 4 Tap Process Return 1 2 3 4 ...

Page 81: ...User Guide 80 Mobile Payment Acceptance User Guide for Android 5 Confirm the return amount 5 ...

Page 82: ... Guide Mobile Payment Acceptance User Guide for Android 81 Returning a transaction Full Amount 1 Use the Return screen to process a full return or void 2 For a full return or void tap Return Full Amount 1 2 ...

Page 83: ...User Guide 82 Mobile Payment Acceptance User Guide for Android 3 View the return details in transaction history 3 ...